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WEALTH DIMENSIONS FAMILY OFFICE, INC
CRD 266787 · SEC 801-100393
7870 E KEMPER ROAD, SUITE 210, CINCINNATI, OH, 45249, United States
Phone
(513) 945-1030
Fax
(513) 945-1031
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$625.9M
Discretionary AUM
$625.9M
Team
16 total employees; 10 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-09-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersFAMILY OFFICE SERVICES; BILL-PAY
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 13 | $625.4M |
States served
OH
Official SEC filing: View on IAPD